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Fintech
Monitors and troubleshoots the ATM fleet using remote tools, dispatches vendors, tracks service requests, applies software updates, monitors cash levels, reviews audits, and supports installations, testing, compliance, and after-hours service needs.
Fintech
Conducts financial, operational, internal control, compliance, and Sarbanes-Oxley audits, primarily for banking operations. Responsibilities include planning engagements, analyzing evidence, assessing risks and controls, preparing reports, communicating findings, validating corrective actions, and supporting external auditors and regulators. The role also reviews specialized areas including BSA/AML, Wealth Management/Trust, and NACHA, while maintaining required professional certifications.
Fintech
Develops, tests, implements, maintains, and improves software systems, websites, databases, user interfaces, and related applications. Responsibilities include requirements analysis, system integration, unit testing, root cause analysis, performance optimization, technical issue resolution, customer support, and documentation. The role works across the development lifecycle with general supervision and applies programming, debugging, design, and testing knowledge to meet business and operational requirements.
Fintech
Supports the Internal Audit department under the guidance of an Internal Audit Manager. Performs SOX, business, and IT general control testing; reviews evidence, identifies exceptions, documents workpapers, participates in process walkthroughs, drafts management issues, and reports work status. The intern gains practical experience with audit methodology, sampling, documentation, issue writing, risk management, and internal controls in the financial services industry.
Fintech
Develops and edits marketing, corporate, internal, digital, sales, and public relations content for financial services audiences. Translates complex topics into clear messaging, supports executive communications, manages content across channels, and oversees the company’s external PR firm, including media pitching, reporter relationships, monitoring, and reporting.
Fintech
Directs a mortgage branch sales team and drives residential loan production through market development, realtor and builder relationships, product promotion, recruiting, training, coaching, and performance management. Ensures loans meet agency and company guidelines, develops sales strategies and forecasts, monitors competition and pricing, manages staffing and budgets, and maintains professional relationships with internal and external stakeholders.
Fintech
Lead retirement plan and financial planning service expansion by advising financial advisors, managing 401(k) implementations and conversions, supporting plan design and compliance, coordinating providers, and delivering training, seminars, and educational materials. The role requires relationship management, knowledge of ERISA and regulatory requirements, consultative guidance, and travel to support advisor education and business development.
Fintech
Leads SBA credit risk management, reviewing complex 7(a) and 504 loan transactions, approving or recommending credit decisions, monitoring portfolio quality, and ensuring compliance with bank policies and SBA requirements. Provides reporting to senior leadership and the Board, identifies emerging risks, guides servicing and escalation strategies, refines underwriting processes, and coaches SBA credit staff.
Fintech
Monitors Bank Secrecy Act, AML, OFAC, and related regulatory compliance. Investigates alerts and suspicious activity, reviews and files SARs, evaluates account risk profiles, performs enhanced due diligence, analyzes compliance reports, supports risk assessments, identifies money-laundering techniques, and recommends actions. Maintains internal controls, policies, and procedures while coordinating with account officers to obtain investigation documentation.
Fintech
Develop, test, implement, maintain, and optimize software systems throughout the development lifecycle. Gather requirements, design applications and databases, integrate software packages, perform testing and root-cause analysis, resolve technical issues, support internal customers, and recommend performance improvements. The role uses C#, Python, SQL, reporting and ETL tools, cloud data platforms, REST APIs, and development collaboration tools within a financial services IT environment.
Fintech
Leads the design, administration, optimization, and modernization of enterprise data platforms across SQL Server, Azure, and Microsoft Fabric. Responsibilities include database operations, high availability and disaster recovery, performance tuning, replication, cloud migrations, monitoring, security, governance, and automation. The role collaborates with architects and infrastructure teams, mentors junior engineers, and serves as a subject matter expert for database infrastructure and cloud architecture.
Fintech
Administer and analyze incentive compensation plans for mortgage sales employees. Develop compensation addendums, assess plan performance, recommend amendments, validate calculations, interpret plan provisions, and resolve employee or manager compensation concerns. The role partners with Sales, Finance, HR, and Commission Analysts, supports change management, monitors regulatory requirements, conducts competitive assessments, and identifies discrepancies to ensure employees are paid according to plan parameters.
Fintech
Supports government investment pool participants through account enrollment, onboarding, maintenance, documentation, data entry, inquiries, reporting, user-access administration, and account research. Processes banking and account changes, maintains electronic and physical records, prepares certification letters and audit confirmations, and assists with newsletters and departmental reports using office and design software.
Fintech
Investigates external fraud cases with minimal supervision, identifies fraud schemes and red flags, documents investigative actions, submits Suspicious Activity Reports, and assesses banking risks. Provides support to branches and call centers, communicates with management, law enforcement, corporations, and agencies, conducts interviews, participates in intelligence meetings, and manages concurrent investigations while following regulatory and departmental standards.
Fintech
Prepares and reviews SEC financial filings, Federal Reserve regulatory reports, earnings releases, disclosures, and supporting schedules. Performs analytical reviews, validation checks, accounting research, and technical memo preparation. Coordinates reporting inputs across business units, supports new guidance implementation, designs and assesses internal controls, responds to auditors and regulators, and drives process improvements and automation in collaboration with Technology and Finance Optimization teams.
Fintech
The job description provides company background but does not specify detailed responsibilities, qualifications, technologies, compensation, travel, or clearance requirements for the Product Analyst role.
Fintech
Manages investment portfolios for affluent individuals, families, corporations, and charitable organizations. Executes trading, rebalancing, tactical decisions, tax strategies, and portfolio reviews according to approved investment policies. Analyzes performance, risk, attribution, market developments, and investment strategies; contributes to research, client communications, prospect meetings, and relationship reviews. Presents recommendations and market commentary while supporting account reviews and other investment projects.
Fintech
Independently underwrites and manages complex public finance portfolios, including governmental, institutional, and nonprofit relationships. Analyzes financial data, conducts annual reviews, tests covenants, prepares credit memos, manages risk ratings, and structures transactions. Partners with relationship managers and credit officers on pricing, approvals, renewals, and modifications. Develops client relationships, identifies cross-sell opportunities, mentors junior staff, and supports portfolio growth while maintaining credit quality and compliance with bank policies.
Fintech
Leads regional growth across Central and Northern California by identifying market opportunities, executing expansion strategies, recruiting and developing financial advisors, and increasing client acquisition, assets under management, and revenue. The role analyzes competitive and demographic data, supports advisor business planning and performance management, fosters advisor excellence, and ensures alignment with regulatory, compliance, and corporate objectives.
Fintech
Reviews mortgage loan applications and supporting documents for compliance with TBA and MRB/MCC housing finance programs. Calculates borrower income, responds to lender and issuer questions, monitors pipelines, manages extensions and cancellations, and communicates missing documentation. Maintains lender records and credentials, supports online reservation systems, provides customer service, identifies process improvements, and cross-trains in accounting and related department functions.



